YAT at Heart

Play a role in a young advisor's success, become a YAT at Heart!

The NAIFA Young Advisors Team (YAT) is for members who are 40 years of age or under, or withing their first five years in the business. The YAT at Heart Campaign recognizes the rich history and legacy created by NAIFA members and helps build a secure foundation for the “passing of the torch.” To become a YAT at Heart, recruit a new YAT member!

Who qualifies as a YAT?

Those who are 40 years of age and under or within their first five years in the industry.

How will a YAT at Heart be recognized?

Recruit a YAT between July 1, 2015 and June 30, 2016 to be entered into a drawing to receive a complimentary NAIFA Performance + Purpose 2016 registration (valued up to $745). The winner may transfer the registration to another NAIFA member should they be unable to attend. All YAT at Hearts will be recognized on the NAIFA website and during NAIFA's Performance + Purpose 2016, where they will receive a YAT at Heart ribbon.

What are the requirements?

Any NON-YAT recruiting a YAT member(s) must make sure that the new member lists him or her in the sponsor field of the membership application. In addition, the new member recruited must be identified as a YAT. This means that the “Date of Birth” and/or “License Year” field must be filled out identifying him/her as a YAT. 

Top 5 YAT at Heart Recruiters in 2015:

Marvin R. Keys, LUTCF
NAIFA - Tuscaloosa
16 members

Lawrence E. Reelitz, CLF
NAIFA – Central Iowa
14 members

Christopher S. Barnthouse, MBA, CLTC
13 members

William L.  Montague, CLU, ChFC, RHU, MSFS
NAIFA – Dallas
10 members

Donald Allan Brown, CLU, ChFC, LUTCF
NAIFA - Miami Dade
9 members

*Any YAT member recruited as part of the YAT at Heart Campaign will also be eligible to count toward the NAIFA Outstanding Member Recruiter Program. For more information on the Outstanding Member Recruiter Program, please click here.